Join us to discover how you can leverage various project management techniques to ensure your Advancement team operates at peak efficiency. With numerous projects and competing priorities, both large and small, it can be challenging to stay on top of everything. Project management tools can help you achieve your goals, support team well-being, and position your team to be more proactive and less reactive. In this session, you'll learn practical strategies to streamline your workflows, prioritize tasks effectively, and enhance overall productivity.

Pledges, commitments, intentions, plans…what you call it at your organization, many of the same questions and pain points exist. In this session we’ll explore best practices for pledge forms, reminders, payment application, and pledge management. We will discuss how to structure and route commitment forms effectively, optimize pledge reminder generation and maintenance, determine if and how to apply the many kinds of ‘sticky gifts’ to a donor’s pledge, and manage pledge aging and past-due pledge management.

The hype for AI use within our workflow CAN be real! Join in on the conversation on current and proposed applications of AI in various areas within advancement services. Learn how AI is being used both from a data perspective and from the prospect development perspective. Finally, explore both the potentials of using AI ethically/responsibly and the pitfalls when AI applications go awry.